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Gillson Capital’s Hagerty HGTY Stock Holding History

Gillson Capital’s Portfolio HGTY Stock Details HGTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.3M Buy
276,949
+74,937
+37% +$801K 0.19% 72
2026
Q1 		$2.13M Hold
202,012
– – 0.17% 66
2025
Q4 		$2.71M Buy
202,012
+27,012
+15% +$337K 0.18% 70
2025
Q3 		$2.11M Buy
+175,000
New +$1.94M 0.18% 63

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Gillson Capital's HGTY Position: Q2 2026 in Review

Gillson Capital increased its Hagerty (HGTY) stake by 37% in Q2 2026, buying an estimated $801K and bringing the position to 276,949 shares worth $3.3M. The position accounts for 0.19% of the portfolio, ranked #72.

Gillson Capital first reported a position in HGTY in Q3 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Gillson Capital held 276,949 shares of Hagerty worth $3.3M as of Q2 2026.
  • Gillson Capital bought 74,937 Hagerty shares in Q2 2026, an estimated $801K.
  • Hagerty made up 0.19% of Gillson Capital's portfolio in Q2 2026, its #72 holding.
  • Gillson Capital first reported a position in Hagerty in Q3 2025 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Gillson Capital's 13F filing for Q2 2026, filed 14 Aug 2026.